+250.7%
HOOD vs NEE
+22.9%
+227.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -1.9% |
| 7D | +17.1% | +1.9% | +15.2% | +16.5% |
| 30D | +31.6% | -2.2% | +33.7% | +32.5% |
| 3M | +38.2% | -1.2% | +39.4% | +38.5% |
| 6M | +48.5% | -8.6% | +57.1% | +52.4% |
| YTD | +8.0% | +6.2% | +1.8% | +4.8% |
| 1Y | +18.7% | +21.1% | -2.4% | +9.8% |
| 3Y | +999.1% | +36.4% | +962.7% | +806.0% |
| 5Y | +181.7% | +11.4% | +170.3% | +144.6% |
| All | +250.7% | +22.9% | +227.8% | +251.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling